Give sales teams the tools they need to do their job, so they spend more time talking to potential customers and less time chasing low-value prospects.

Use custom fields to set up the value of a sale in the way you assess it, such as the number of items, monetary value per item, potential contract dates, the length of the contract, and then use custom probability fields (High/Medium/Low, 25%/50%/75%, etc) to monitor value and track the sales pipeline.

Connect contacts who influence the decision-making process and link them to related events.

Filter by custom fields to drill down into the sales pipeline to gain visibility across the team.

Custom Naming and Fields

Our flexible system means that standard fields can be renamed and new fields set up.

Don’t want to use the word ‘Opportunities’? You don’t have to. Use whatever name works for you with our Custom Naming option.

Our Custom Fields allow complex filtering and targeting. If you need to track a prospect’s favourite sport, for example, just set up a custom field. Then you can filter to show all prospects that like the same sport and invite them to the next business development freebie.

Business Rules

With our Business Rules, automate common workflows and repetitive tasks to make your business more efficient and increase productivity.

Create Rules based on Contact and Opportunities triggers and define actions to update fields and create Communications. Trigger actions at specific and precise moments to meet even more complex business requirements by applying Conditions to your eg assign a Sales Rep to a new Contact only when the Contact is within his/her territory.

Want to create a reminder when an Opportunity moves between stages? Automate it.

With Rules functionality you can create a proactive CRM, automating things so that you don’t have to wait for updates to be manually actioned and your decisions can be made using the correct information at the right time.

Custom Connections

Our flexible database structure can operate on a one-to-many, not just a one-to-one basis.

Contacts, Opportunities, Products and any of your other modules can be associated with each other. Salpo CRM handles those complex connections effortlessly, as with this illustration:

Bob worked for Acme co. who you did a brilliant piece of work for a year ago, but recently joined Target Ltd. who you are trying to win business from. Bob also freelances with XYZ Corp and spends weekends helping out with Charity X as a fundraiser. All of these different associations can be tracked against Bob’s record.

Tim is your main contact at Target Ltd and a quick filtered search highlights Bob’s previous experience…so why not find out if they know each other and Bob can recommend your services?

Our Custom Modules mean that the Salpo CRM can fit your business in the way you need.

So, if you sell yachts, simply create a custom module called ‘Yachts’ and record information about each boat in one place, with custom fields used to store details such as size, colour, price, etc. Save files, such as specifications and plans, against the yacht record.

Then use custom connections to connect the yacht record to records in other modules such as the buyer, the skipper used to pilot the boat, and even the marina where it is moored.

By syncing with Salpo CRM in real time you can keep everyone in the loop.

More features soon, including offline mode, reports, maps and targets.

Built-in GDPR Compliance

Manual and automated compliance assistance, to help you guide your business through the challenges of GDPR.

With the introduction of the GDPR regulations in 2018, ensuring you avoid falling foul of the regulator has never been more important nor more consuming of your organisation’s vital resources.

Fortunately, Salpo CRM comes with a built-in solution which helps you with your compliance obligations. Our Compliance Assistance Tool automates many of the aspects of meeting the GDPR regulations, including a self-serve customer portal, to save you time, money and worry.